Email This Article

Duplicating Your Top Clients

Matt Ackermann

“If you want to make a client uncomfortable, you should ask them for a referral,” Thomas Fross, the CEO of Platinum Advisor Strategies, said at the Platinum Top Producers Boot Camp.

Login for Registered Users:

Log in below to email an article:

35 Great Schools for Financial Planning
The November Issue is now online!


TWITTER
FACEBOOK
LINKEDIN
Already a subscriber? Log in here